LVMH: A Stock That Still Has Room to Grow

I still like European stocks, I feel that while some have had a nice run and certainly as the dollars gotten stronger, they took a bit of a hit. LVMH just has such a diversified portfolio of companies. It doesn't have to all come from China, just increased spending. And we've seen that even in the US that at the higher end consumers are still willing to spend more. They're really poised to take advantage of that.